Can I work with you if I already have a financial advisor?

Of course. Perhaps you’ve used the services of another financial advisor to purchase insurance or invest in a mutual fund. But you still have questions about how to best meet your financial goals. How do you optimize your employer’s benefits? Are you secure enough financially to start that business? These types of questions aren’t always addressed in every financial setting. Our services are designed to compliment the help you may have already received so that you have a complete financial plan with no gaps.